Adding a new reservation - Finance (Mortgage/Help to Buy/Cash): Proof of Funds Details > Savings

Once you have clicked 'Start' on 'Savings', you will be asked for proof of the savings to be uploaded. 'Savings' is applicable to to all purchase methods (mortgage/Help to Buy/cash) selected in the Pricing section.  This step can be completed later by the buyer on their own platform, (simply click 'Buyer to complete later') or skipped entirely for the buyer to complete offline with their conveyancer (click on 'skip for this reservation'). The buyer will also be able to skip this step entirely from their own platform to handle offline with their conveyancer.

We suggest at least 3 months of bank statements showing the savings accrual to be uploaded here.  Just click on the upload box to select files from your computer, or drag & drop documents from your computer to the upload box instead. Once uploaded, click 'Save' and this step will be marked as done.

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